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Brady Family Wealth’s Procter & Gamble PG Stock Holding History

Brady Family Wealth’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.75M Buy
25,567
+342
+1% +$49.8K 1.08% 33
2026
Q1 		$3.64M Buy
25,225
+879
+4% +$133K 1.14% 36
2025
Q4 		$3.49M Buy
24,346
+278
+1% +$41K 1.08% 36
2025
Q3 		$3.7M Buy
24,068
+313
+1% +$48.9K 1.14% 35
2025
Q2 		$3.78M Sell
23,755
-190
-0.8% -$31K 1.17% 36
2025
Q1 		$4.08M Buy
23,945
+390
+2% +$65.3K 1.31% 31
2024
Q4 		$3.95M Sell
23,555
-562
-2% -$95.7K 1.21% 32
2024
Q3 		$4.18M Sell
24,117
-70
-0.3% -$11.9K 1.25% 30
2024
Q2 		$3.99M Buy
24,187
+402
+2% +$65.7K 1.29% 29
2024
Q1 		$3.86M Buy
23,785
+1,357
+6% +$213K 1.25% 32
2023
Q4 		$3.29M Sell
22,428
-459
-2% -$68K 1.13% 38
2023
Q3 		$3.34M Buy
22,887
+86
+0.4% +$13.1K 1.29% 30
2023
Q2 		$3.46M Buy
22,801
+175
+0.8% +$26.4K 1.29% 33
2023
Q1 		$3.36M Sell
22,626
-252
-1% -$36K 1.33% 30
2022
Q4 		$3.47M Buy
+22,878
New +$3.21M 1.43% 28

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Brady Family Wealth's PG Position: Q2 2026 in Review

Brady Family Wealth increased its Procter & Gamble (PG) stake by 1.4% in Q2 2026, buying an estimated $49.8K and bringing the position to 25,567 shares worth $3.75M. The position accounts for 1.08% of the portfolio, ranked #33.

Brady Family Wealth first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.18M in Q3 2024. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brady Family Wealth held 25,567 shares of Procter & Gamble worth $3.75M as of Q2 2026.
  • Brady Family Wealth bought 342 Procter & Gamble shares in Q2 2026, an estimated $49.8K.
  • Procter & Gamble made up 1.08% of Brady Family Wealth's portfolio in Q2 2026, its #33 holding.
  • Brady Family Wealth first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Procter & Gamble position peaked at $4.18M in Q3 2024.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.